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CAPSTONE INVESTMENT ADVISORS, LLC

Position in AXP — American Express Co

CIK 1426196 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,005,955
-$905,718 QoQ
Shares Held
2,974
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,563
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Jun 30, 2026
CallValue
$3,348,675
CallShares
9,900
PutValue
$15,593,325
PutShares
46,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

CAPSTONE INVESTMENT ADVISORS, LLC holds $14,574,043 across 10 Credit Services names. AXP ranks #5 (6.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 AXP
American Express Co
This page
2,974 $1,005,955

All Filings in AXP

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,348,675 9,900
2026-06-30 $1,005,955 2,974
2026-06-30 $15,593,325 46,100
2026-03-31 $1,911,673 6,320
2026-03-31 $2,692,072 8,900
2026-03-31 $13,399,864 44,300
2025-12-31 $12,097,365 32,700
2025-12-31 $483,154 1,306
2025-12-31 $3,699,500 10,000
2025-09-30 $6,344,256 19,100
2025-09-30 $28,466,112 85,700
2025-09-30 $4,966,456 14,952
2025-06-30 $3,763,964 11,800
2025-06-30 $16,427,470 51,500
2025-06-30 $6,801,610 21,323
2025-03-31 $3,008,517 11,182
2025-03-31 $19,533,030 72,600
2025-03-31 $11,192,480 41,600
2024-12-31 $19,736,535 66,500
2024-12-31 $2,112,254 7,117
2024-12-31 $38,018,799 128,100
2024-09-30 $2,306,013 8,503
2024-09-30 $22,428,240 82,700
2024-09-30 $14,183,760 52,300
2024-06-30 $466,573 2,015
2024-06-30 $12,943,645 55,900
2024-06-30 $26,906,110 116,200
2024-03-31 $1,148,923 5,046
2024-03-31 $25,455,742 111,800
2024-03-31 $12,022,032 52,800
2023-12-31 $38,985,454 208,100
2023-12-31 $13,282,406 70,900
2023-12-31 $455,048 2,429
2023-09-30 $4,416,024 29,600
2023-09-30 $11,800,929 79,100
2023-09-30 $2,856,540 19,147
2023-06-30 $318,960 1,831
2023-06-30 $9,633,260 55,300
2023-06-30 $3,135,600 18,000
2023-03-31 $6,944,395 42,100
2023-03-31 $302,023 1,831
2023-03-31 $2,589,715 15,700
2022-12-31 $1,536,600 10,400
2022-12-31 $10,150,425 68,700
2022-12-31 $6,348,817 42,970
2022-09-30 $8,620,749 63,900
2022-09-30 $4,474,829 33,169
2022-09-30 $1,092,771 8,100
2022-06-30 $1,303,028 9,400
2022-06-30 $1,560,722 11,259